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Synergy Addons (Updated)
Synergy Analytics Plus
Synergy Analytics Plus Finance Dashboards
Synergy Analytics Plus Finance Dashboards

Breakdown of what's included within the set of Finance Dashboards.

Updated over a week ago

Edition: Professional*, Business*, Enterprise*

User-level: Director, System Administrator (by default in security matrix)

Previous steps: Subscription Management

*With the Synergy Analytics Plus add-on enabled.


There are four distinct Finance Dashboards available as part of your Synergy Analytics Plus Add-On. They your financial insights, focusing on presenting WIP, debtor, and write-off analyses

Each dashboard displays a variety of graphs, charts, and tables, and is interactive with the ability to apply multiple filters to customise the data you’re analysing. You can learn more about how to read and use the functionality included in your dashboards in our article: Reading your Analytics and Analytics Plus Dashboards in Synergy.

Choose a dashboard below to see how in works in detail..

Finance Overview Dashboard

The finance overview dashboard provides high level insights into your WIP and debtors.

Segment your WIP and debtors by Project Manager and age, and see the relationship between the two by drilling in

WIP Analysis Dashboard

Dive deeper into your WIP, showing data per project, status and by client. Get greater insight into what's aged and needs follow up, or which projects need to be invoiced urgently.

Drill into each project down to the Phase and Stage level for even greater analytical power.

Write-off Analysis Dashboard

Dive deeper into your written off work, showing data per project, status and by client. Get greater insight into where write-offs are occurring, and which projects may need further analysis

Drill into each project down to the Phase and Stage level for even greater analytical power

Revenue Debtors Analysis Dashboard

Use the revenue analysis dashboard to gain greater understanding of debtors by project, ageing category or Project Manager

Drill down to the Phase or Stage level here to gain greater understanding of debtor age per Project, Phase or Stage.


Where to next?
Analytics Security Matrix

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